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The Compound and Friends

We Have Lost All Sense of Decorum

The Compound and Friends

Josh Brown

Investing, Business, News, Business News

4.72.2K Ratings

🗓️ 21 July 2023

⏱️ 103 minutes

🧾️ Download transcript

Summary

On episode 102 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Jack Raines to discuss: AI and the market, the meme economy, Nvidia's rollercoaster year, the earnings recession, financial charlatans, Berkshire's massive bet on Apple, and much more! Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares COO, Jonathan Shelon, on a recent episode of Animals Spirits: Talk Your Book. For more information on KLIP, visit: https://kraneshares.com/klip/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Josh went on Twitter since before I was born. That was like when things were still on video cassettes. I got on Twitter the day you were bored. Nice. I told the world.

0:08.0

April Fool's Day, 1997. I was born on April Fool's Day. You know that?

0:12.0

William? You know it was first? I was sweet. 97. When I was six, my dad told me my birthday party was canceled. He was taking me to get a library card.

0:19.0

Oh, I cried. He said April Fool's. I didn't know what that meant. That I just cried hard. I was like, this is a fucking funny dad.

0:25.0

Born on a party with a fire truck.

0:27.0

I don't know.

0:28.0

We were left on the same tune. Don't want to be left out.

0:31.0

Oh, let's go.

0:32.0

You're birthed, it's canceled and I'm taking you for a library card.

0:36.0

Yeah, that's insane. April Fool's Day. Your sexual son was.

0:39.0

Is he funny like that? He has a very dry since a few years ago. But he has an occasional zinger.

0:44.0

Oh, man, that's great.

0:46.0

I hate April Fool's.

0:48.0

Are you covered in future proofs, Sam?

0:50.0

I have yet to nail that down, but I'm pretty sure.

0:53.0

I got my plane ticket. Are you going there?

0:55.0

I'm there.

0:56.0

All right. If you need any help with that, Sam, just let me know.

0:58.0

Yep.

0:59.0

What am I going to do?

1:01.0

All right.

1:02.0

All right. Have fun. Don't have body and a future set.

...

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